The fund has flexibility to achieve its investment objective and invests in a broad range of income-producing securities, including debt and equity securities in the U.S. and other markets throughout the world, both developed and emerging. Under normal circumstances, it invests at least 80% of its net assets in securities of U.S. issuers. U.S. issuers include the U.S. government and its agencies and instrumentalities. The fund has a neutral allocation of 80% of its total assets in debt securities and 20% of its total assets in equity securities.

Nasdaq

WHGHX

Under normal circumstances, the fund seeks to meet its investment objectives by investing generally more than 80% of its net assets, plus any borrowings for investment purposes, in dividend-paying and/or interest-bearing securities. The fund aims to invest in securities of companies with a strong and improving cash flow sufficient to support a sustainable or rising income stream for investors.

WHGIX

The investment seeks long-term capital appreciation. Under normal circumstances, the fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in common stocks and other equity securities of large capitalization companies. It generally invests in equity securities of domestic companies, but may also invest in equity securities of foreign companies and American Depositary Receipts ("ADRs"). The fund invests in approximately 40-60 securities that are well diversified among market sectors.

WHGLX

The investment seeks long-term capital appreciation. The fund normally invests at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities of small- and mid-cap companies. The fund managers consider small- and mid-cap companies to be those companies within the market capitalization range of the Russell 2500 Index at the time of initial purchase. The equity securities in which the fund invests are primarily common stocks, but may also include shares of ETFs, REITs, royalty trusts, and master limited partnerships ("MLPs").

WHGMX

The investment seeks long-term capital appreciation. The fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities of small-cap companies. The manager considers small-cap companies to be those companies within the market capitalization range of the Russell 2000 Index at the time of initial purchase. The equity securities in which the fund invests are primarily common stocks, but may also include shares of exchange-traded funds ("ETFs"), real estate investment trusts, royalty trusts, and master limited partnerships.

WHGSX

This Mutual Fund primarily focuses on investing in mid-cap equity securities and aims to maintain a well-diversified portfolio across various market sectors.

Symbol	Full Name	Category	Inception	Expense Ratio	YTD Return	10Y Return (Annualized)	Dividend Yield	Risk / Return Rank
WHGHX	Westwood High Income Fund	High Yield Bonds	Dec 28, 2011	0.80%	-1.47%	5.83%	6.29%	60
WHGIX	Westwood Income Opportunity Fund	Diversified Portfolio	Dec 18, 2005	0.81%	-1.27%	6.03%	3.02%	64
WHGLX	Westwood Quality Value Fund	Large Cap Value Equities	Jun 28, 2006	0.65%	-1.62%	8.95%	22.27%	15
WHGMX	Westwood Quality SMidCap Fund	Mid Cap Blend Equities	Dec 19, 2005	0.88%	2.88%	9.06%	5.05%	48
WHGSX	Westwood Quality SmallCap Fund	Small Cap Blend Equities	Apr 2, 2007	0.92%	1.83%	8.40%	6.00%	18
WWMCX	Westwood Quality Midcap Fund	Mid Cap Value Equities	Nov 29, 2021	0.58%	—	—	30.04%	—

Westwood Mutual Funds List

Risk vs. Return Scatterplot